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Fidelity Disrupt Automat ETF (FBOT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
FSM Wealth Advisors, LLC
DECREASED
Shares47,849 from 48,088
Change-239 (0%)
Value$1.9M (-$31.0K)
Filed 2026-10-27
Truist Financial Corp
INCREASED
Shares35,543 from 34,199
Change+1,344 (+4%)
Value$1.4M (+$23.0K)
Filed 2026-10-30
LPL Financial LLC
DECREASED
Shares35,452 from 36,333
Change-881 (-2%)
Value$1.4M (-$65.0K)
Filed 2026-11-06
Kingdom Financial Group Llc.
INCREASED
Shares27,458 from 11,693
Change+15,765 (+135%)
Value$1.1M (+$600.9K)
Filed 2026-11-04
POM Investment Strategies, LLC
INCREASED
Shares26,040 from 17,081
Change+8,959 (+52%)
Value$1.0M (+$332.6K)
Filed 2026-10-20
SteelPeak Wealth, LLC
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$968.7K (-$21.2K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
INCREASED
Shares20,484 from 11,793
Change+8,691 (+74%)
Value$793.7K (+$326.8K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares13,796 from 13,617
Change+179 (+1%)
Value$534.6K (-$4.7K)
Filed 2026-10-08
Raleigh Capital Management Inc.
INCREASED
Shares1,149 from 1,148
Change+1 (+0%)
Value$44.5K (-$943)
Filed 2026-10-28
Key Capital Management, Inc
DECREASED
Shares995 from 1,002
Change-7 (-1%)
Value$38.6K (-$1.1K)
Filed 2026-11-03
EPG Wealth Management LLC
UNCHANGED
Shares847 from 847
Change0 (0%)
Value$32.8K (-$720)
Filed 2026-11-03
North Star Investment Management Corp.
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$29.1K (-$637)
Filed 2026-10-27
Montgomery Financial Services LLC
UNCHANGED
Shares583 from 583
Change0 (0%)
Value$22.6K (-$496)
Filed 2026-11-03
Glass Jacobson Investment Advisors llc
NEW
Shares547
Change+547
Value$21.2K
Filed 2026-10-26
Cape Investment Advisory, Inc.
UNCHANGED
Shares523 from 523
Change0 (0%)
Value$20.3K (-$444)
Filed 2026-10-13
Tounjian Advisory Partners, LLC
UNCHANGED
Shares502 from 502
Change0 (0%)
Value$19.5K (-$412)
Filed 2026-11-04
Evolution Wealth Management Inc.
NEW
Shares325
Change+325
Value$12.6K
Filed 2026-10-28
Networth Advisors, LLC
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$8.1K (-$172)
Filed 2026-11-03
Allworth Financial LP
INCREASED
Shares198 from 197
Change+1 (+1%)
Value$7.8K (+$17)
Filed 2026-11-06
Strategic Advocates LLC
INCREASED
Shares83 from 76
Change+7 (+9%)
Value$3.2K (+$207)
Filed 2026-11-03
FMR LLC
N/A
Shares— from 575,281
Change-575,281 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 567,097
Change-567,097 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 81,483
Change-81,483 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 41,682
Change-41,682 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 36,479
Change-36,479 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 32,585
Change-32,585 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 21,423
Change-21,423 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 18,562
Change-18,562 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 8,400
Change-8,400 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,522
Change-4,522 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,785
Change-1,785 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 653
Change-653 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 386
Change-386 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 290
Change-290 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 250
Change-250 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 235
Change-235 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 226
Change-226 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 0
Change0
Value—
Status
FSM Wealth Advisors, LLC
DECREASED47,84948,088-2390%$1.9M$1.9M-$31.0K2026-10-27
Truist Financial Corp
INCREASED35,54334,199+1,344+4%$1.4M$1.4M+$23.0K2026-10-30
LPL Financial LLC
DECREASED35,45236,333-881-2%$1.4M$1.4M-$65.0K2026-11-06
Kingdom Financial Group Llc.
INCREASED27,45811,693+15,765+135%$463.0K$1.1M+$600.9K2026-11-04
POM Investment Strategies, LLC
INCREASED26,04017,081+8,959+52%$676.4K$1.0M+$332.6K2026-10-20
SteelPeak Wealth, LLC
UNCHANGED25,00025,00000%$990.0K$968.7K-$21.2K2026-10-16
Commonwealth Equity Services, LLC
INCREASED20,48411,793+8,691+74%$467.0K$793.7K+$326.8K2026-11-02
Farther Finance Advisors, LLC
INCREASED13,79613,617+179+1%$539.2K$534.6K-$4.7K2026-10-08
Raleigh Capital Management Inc.
INCREASED1,1491,148+1+0%$45.5K$44.5K-$9432026-10-28
Key Capital Management, Inc
DECREASED9951,002-7-1%$39.7K$38.6K-$1.1K2026-11-03
EPG Wealth Management LLC
UNCHANGED84784700%$33.5K$32.8K-$7202026-11-03
North Star Investment Management Corp.
UNCHANGED75075000%$29.7K$29.1K-$6372026-10-27
Montgomery Financial Services LLC
UNCHANGED58358300%$23.1K$22.6K-$4962026-11-03
Glass Jacobson Investment Advisors llc
NEW547—+547——$21.2K—2026-10-26
Cape Investment Advisory, Inc.
UNCHANGED52352300%$20.7K$20.3K-$4442026-10-13
Tounjian Advisory Partners, LLC
UNCHANGED50250200%$19.9K$19.5K-$4122026-11-04
Evolution Wealth Management Inc.
NEW325—+325——$12.6K—2026-10-28
Networth Advisors, LLC
UNCHANGED20920900%$8.3K$8.1K-$1722026-11-03
Allworth Financial LP
INCREASED198197+1+1%$7.8K$7.8K+$172026-11-06
Strategic Advocates LLC
INCREASED8376+7+9%$3.0K$3.2K+$2072026-11-03
FMR LLC
N/A—575,281-575,281-100%$22.8M———
National Bank of Canada
N/A—567,097-567,097-100%$22.4M———
Jane Street Group, LLC
N/A—81,483-81,483-100%$3.2M———
AE Wealth Management LLC
N/A—41,682-41,682-100%$1.7M———
Envestnet Asset Management Inc
N/A—36,479-36,479-100%$1.4M———
Flow Traders U.S. LLC
N/A—32,585-32,585-100%$1.3M———
Osaic Holdings, Inc.
N/A—21,423-21,423-100%$848.8K———
Cetera Investment Advisers
N/A—18,562-18,562-100%$735.0K———
Kovack Advisors, Inc.
N/A—8,400-8,400-100%$331.6K———
Morgan Stanley
N/A—4,522-4,522-100%$179.1K———
Fiduciary Financial Advisors
N/A—1,785-1,785-100%$70.7K———
BFC Planning, Inc.
N/A—653-653-100%$25.9K———
Rockefeller Capital Management L.P.
N/A—386-386-100%$15.3K———
Royal Bank of Canada
N/A—290-290-100%$11.0K———
Bank of Montreal
N/A—250-250-100%$9.9K———
Steward Partners Investment Advisory, LLC
N/A—235-235-100%$9.3K———
Federation des caisses Desjardins du Quebec
N/A—226-226-100%$8.9K———
Harbour Investments, Inc.
N/A—4-4-100%$158———
JPMorgan Chase & Co
N/A—00—$22———
Showing 39 of 39 institutions